Research Report · 2026-06-30
Largest Registered Investment Advisers in the West Coast
SEC-registered investment advisers based in the West Coast ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
2,395
Total AUM
$24.88T
Median AUM
$446.0M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1901 | SQUARE NINE CAPITAL, LP | LOS ANGELES | 336297 | $180.9M | 6 | 2026-03-31 | → |
| 1902 | LEWIS CAPITAL MANAGEMENT, LLC | BEVERLY HILLS | 133619 | $180.2M | 1 | 2026-03-31 | → |
| 1903 | HALL CAPITAL, LLC | PASADENA | 153961 | $180.0M | 3 | 2026-03-31 | → |
| 1904 | KESTREL INVESTMENT MANAGEMENT CORP | SAN MATEO | 106789 | $180.0M | 7 | 2026-03-31 | → |
| 1905 | LEEDS CAPITAL GROUP, LLC | SAN DIEGO | 327004 | $179.7M | 2 | 2026-04-30 | → |
| 1906 | RARE WOLF CAPITAL LLC | BELLEVUE | 334465 | $179.6M | 1 | 2026-03-31 | → |
| 1907 | GOLDEN K WEALTH MANAGEMENT, LLC | WOODLAND HILLS | 156588 | $179.4M | 6 | 2026-04-30 | → |
| 1908 | O'CONNOR WEALTH MANAGEMENT, INC. | MONROVIA | 152316 | $179.1M | 2 | 2026-06-30 | → |
| 1909 | PARKWORTH WEALTH MANAGEMENT, INC. | LOS GATOS | 133908 | $178.8M | 4 | 2025-02-28 | → |
| 1910 | THE PLANNER'S EDGE LLC | MERCER ISLAND | 114616 | $178.7M | 3 | 2026-02-28 | → |
| 1911 | GARLAND CAPITAL MANAGEMENT INC | BELLEVUE | 108182 | $178.7M | 2 | 2025-03-31 | → |
| 1912 | CLEARVIEW WEALTH MANAGEMENT, LLC | IRVINE | 288978 | $178.5M | 3 | 2026-06-30 | → |
| 1913 | CORE FINANCIAL ADVISORS, LLC | SAN BERNARDINO | 168839 | $178.5M | 5 | 2026-01-31 | → |
| 1914 | LEGACY WEALTH ADVISORS, LLC | SAN JOSE | 127758 | $178.3M | 6 | 2026-03-31 | → |
| 1915 | SMB FINANCIAL SERVICES, INC. | PORTLAND | 154216 | $177.8M | 5 | 2026-02-28 | → |
| 1916 | GASBER FINANCIAL ADVISORS, INC | FOLSOM | 157329 | $177.7M | 4 | 2026-02-28 | → |
| 1917 | M WEALTH MANAGEMENT, LLC | SAN DIEGO | 281532 | $177.6M | 3 | 2026-02-28 | → |
| 1918 | TORREY WEALTH, LLC | SAN DIEGO | 310688 | $176.7M | 1 | 2026-03-31 | → |
| 1919 | PRIME MERIDIAN CAPITAL MANAGEMENT, LLC | WALNUT CREEK | 166003 | $176.7M | 9 | 2026-03-31 | → |
| 1920 | BEYOND FINANCIAL SERVICES | FREMONT | 286350 | $176.7M | 4 | 2026-02-28 | → |
| 1921 | CAPSTONE INVESTMENT GROUP, LLC | OLYMPIA | 159918 | $176.4M | 13 | 2026-03-31 | → |
| 1922 | NDWM LLC | LA JOLLA | 151284 | $176.3M | 2 | 2026-02-28 | → |
| 1923 | KELSEY FINANCIAL, LLC | MOORPARK | 314950 | $176.2M | 8 | 2026-03-31 | → |
| 1924 | CTA WEALTH ADVISORS, INC. | BURBANK | 113007 | $175.2M | 4 | 2026-03-31 | → |
| 1925 | GOULD CAPITAL, LLC | TACOMA | 300609 | $175.2M | 3 | 2026-03-31 | → |
| 1926 | POWER ASSET MANAGEMENT LLC | LOS ANGELES | 128580 | $175.0M | 1 | 2026-03-31 | → |
| 1927 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | SPOKANE | 330611 | $174.6M | 4 | 2026-01-31 | → |
| 1928 | WEDGEWOOD ASSET MANAGEMENT, LLC | REDONDO BEACH | 312054 | $174.5M | 3 | 2026-03-31 | → |
| 1929 | PORT STREET INVESTMENTS, LLC | NEWPORT BEACH | 168596 | $174.5M | 3 | 2026-05-31 | → |
| 1930 | OPAL ADVISORS, LLC | BELLEVUE | 164014 | $174.0M | 6 | 2026-03-31 | → |
| 1931 | IVANOFF WEALTH MANAGEMENT INC. | CYPRESS | 325275 | $174.0M | 3 | 2026-06-30 | → |
| 1932 | GILBERT GREG RIA, LLC | OAKLAND | 304981 | $174.0M | 35 | 2026-05-31 | → |
| 1933 | ANCHOR POINT FINANCIAL LLC | BAKERSFIELD | 334103 | $173.6M | 1 | 2026-02-28 | → |
| 1934 | PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. | PORTLAND | 323146 | $173.5M | 7 | 2026-04-30 | → |
| 1935 | IFC AND INSURANCE MARKETING, INC. | AUBURN | 283976 | $173.5M | 7 | 2026-06-30 | → |
| 1936 | INDIVIDUAL ASSET MANAGEMENT, INC | SAN MATEO | 123418 | $173.1M | 5 | 2026-03-31 | → |
| 1937 | COUNTER GLOBAL, L.P. | SANTA MONICA | 330571 | $172.7M | 3 | 2026-06-30 | → |
| 1938 | ACUTA CAPITAL PARTNERS, LLC | REDWOOD CITY | 158869 | $172.5M | 4 | 2026-06-30 | → |
| 1939 | WEALTHGUARD ADVISORS, INC. | PLACERVILLE | 297192 | $172.4M | 5 | 2026-03-31 | → |
| 1940 | PROSPERITY ROAD, LLC | SANTA ANA | 281894 | $172.3M | 3 | 2026-03-31 | → |
| 1941 | LWM ADVISORS INC | EL DORADO HILLS | 146620 | $172.2M | 3 | 2026-03-31 | → |
| 1942 | CLAYTON PARTNERS LLC | BERKELEY | 127546 | $172.0M | 4 | 2026-03-31 | → |
| 1943 | CRAWFORD, GREGORY JASON | MODESTO | 134936 | $171.6M | 2 | 2026-02-28 | → |
| 1944 | CAVU WEALTH ADVISORS, LLC | WALNUT CREEK | 340677 | $171.6M | 3 | 2026-05-31 | → |
| 1945 | LITTLEJOHN FINANCIAL SERVICES, INC | ROSEBURG | 155113 | $171.3M | 8 | 2026-02-28 | → |
| 1946 | ENTRUITY WEALTH, LLC | BAKERSFIELD | 288331 | $171.3M | 4 | 2026-03-31 | → |
| 1947 | RMR CAPITAL MANAGEMENT LLC | TUSTIN | 285334 | $170.8M | 1 | 2026-02-28 | → |
| 1948 | MARIN CAPITAL MANAGEMENT, LLC | NOVATO | 136075 | $170.8M | 7 | 2026-05-31 | → |
| 1949 | TAYLOR WEALTH MANAGEMENT, LLC | TORRANCE | 132955 | $170.5M | 1 | 2026-02-28 | → |
| 1950 | REDWOOD PARK ADVISORS, LLC | REDWOOD CITY | 307958 | $170.3M | 3 | 2026-03-31 | → |
| 1951 | DEL MAR WEALTH MANAGEMENT INC | DEL MAR | 175022 | $169.9M | 3 | 2026-03-31 | → |
| 1952 | EMBARCADERO FINANCIAL INVESTMENT ADVISORY, LLC | SAN FRANCISCO | 140929 | $169.8M | 4 | 2026-03-31 | → |
| 1953 | CHARTIST INC | LONG BEACH | 105072 | $169.7M | 2 | 2026-05-31 | → |
| 1954 | PATHMONT, LLC | SEATTLE | 299217 | $169.7M | 1 | 2026-05-31 | → |
| 1955 | AVISE FINANCIAL COOPERATIVE, INC. | LOS ANGELES | 328790 | $169.4M | 7 | 2026-06-30 | → |
| 1956 | STAINES FINANCIAL, LLC | ROSEVILLE | 299405 | $168.7M | 9 | 2026-06-30 | → |
| 1957 | NORTH FORTY TWO & CO. | LAKE OSWEGO | 148417 | $167.9M | 2 | 2026-03-31 | → |
| 1958 | THE FINANCIAL ZEN GROUP, INC. | SAN FRANCISCO | 282230 | $167.6M | 4 | 2026-06-30 | → |
| 1959 | 917 ADVISORY SERVICES LLC | SPOKANE | 331476 | $167.5M | 4 | 2026-04-30 | → |
| 1960 | HANKE & APOLONIO WEALTH ADVISORS LLC | SAN FRANCISCO | 285315 | $167.3M | 3 | 2026-03-31 | → |
| 1961 | CATALYST WEALTH ADVISORS LLC | NEWPORT BEACH | 297503 | $167.2M | 2 | 2026-03-31 | → |
| 1962 | BOYER FINANCIAL SERVICES, INC. | NEWPORT BEACH | 331868 | $167.0M | 7 | 2026-03-31 | → |
| 1963 | SAS FINANCIAL ADVISORS, LLC. | SAN FRANCISCO | 288015 | $167.0M | 8 | 2026-03-31 | → |
| 1964 | J.P. CAPITAL MANAGEMENT, INC. | EUGENE | 142109 | $166.6M | 1 | 2026-06-30 | → |
| 1965 | EVOLUTION PRIVATE INVESTMENT COLLECTIVE LLC | MANHATTAN BEACH | 311425 | $166.5M | 5 | 2026-06-30 | → |
| 1966 | OLIVE STREET CAPITAL PARTNERS LLC | LOS ANGELES | 300115 | $165.3M | 2 | 2026-03-31 | → |
| 1967 | PAUL & CO. WEALTH MANAGEMENT, INC. | ATASCADERO | 331617 | $164.7M | 2 | 2026-01-31 | → |
| 1968 | SHIMA CAPITAL MANAGEMENT LLC | IRVINE | 320929 | $164.6M | 11 | 2025-03-31 | → |
| 1969 | NORWOOD INVESTMENT PARTNERS, LP | MILL VALLEY | 156280 | $164.1M | 3 | 2025-05-31 | → |
| 1970 | INTEGRITY WEALTH MANAGEMENT, INC. | SPOKANE | 150103 | $163.2M | 2 | 2026-05-31 | → |
| 1971 | CLUTINGER WILLIAMS & VERHOYE INC | SAN DIEGO | 111082 | $163.1M | 2 | 2025-09-30 | → |
| 1972 | DECAMILLA CAPITAL MANAGEMENT LLC | SACRAMENTO | 108027 | $162.9M | 2 | 2026-03-31 | → |
| 1973 | DEDICATED CAPITAL ADVISORS, LLC | SAN FRANCISCO | 168132 | $162.5M | 2 | 2026-03-31 | → |
| 1974 | BALLAST POINT FINANCIAL PLANNING, LLC | BURLINGAME | 283295 | $162.4M | 6 | 2026-05-31 | → |
| 1975 | FELL CAPITAL MANAGEMENT | NEWPORT BEACH | 104986 | $161.8M | 1 | 2026-03-31 | → |
| 1976 | BLOM & HOWELL FINANCIAL PLANNING, INC. | MODESTO | 311830 | $161.5M | 3 | 2026-05-31 | → |
| 1977 | CLEARPATH CAPITAL PARTNERS LLC | MENLO PARK | 111756 | $161.3M | 5 | 2026-04-30 | → |
| 1978 | TFS ADVISORS, LLC | EDMONDS | 167653 | $161.2M | 3 | 2026-03-31 | → |
| 1979 | NEWGROUND SOCIAL INVESTMENT, SPC | SEATTLE | 117060 | $161.1M | 3 | 2026-03-31 | → |
| 1980 | CAPRIA VENTURES LLC | SEATTLE | 284129 | $161.0M | 15 | 2026-04-30 | → |
| 1981 | CLAIRMONT CAPITAL GROUP, LLC | LOS ANGELES | 313639 | $160.3M | 7 | 2026-03-31 | → |
| 1982 | RICHEY ADVISORS, INC. | PLACENTIA | 277137 | $159.7M | 5 | 2026-04-30 | → |
| 1983 | MOULTON WEALTH MANAGEMENT, INC | SPOKANE VALLEY | 304598 | $159.7M | 5 | 2026-01-31 | → |
| 1984 | STRADA FINANCIAL GROUP LLC | BORING | 316987 | $159.2M | 4 | 2026-03-31 | → |
| 1985 | SONOMA PRIVATE WEALTH LLC | NOVATO | 308547 | $158.5M | 6 | 2026-05-31 | → |
| 1986 | ZERMATT WEALTH PARTNERS LLC | SAN DIEGO | 105736 | $158.4M | 6 | 2026-06-30 | → |
| 1987 | FC360 WEALTH MANAGEMENT, INC. | ROSEVILLE | 171788 | $158.2M | 1 | 2026-03-31 | → |
| 1988 | RG FINANCIAL, LLC | CARLSBAD | 311162 | $158.1M | 3 | 2026-03-31 | → |
| 1989 | M2 FINANCIAL LLC | VALENCIA | 288829 | $158.0M | 6 | 2026-05-31 | → |
| 1990 | HALLETT INVESTMENTS, LLC | PORT ANGELES | 306187 | $157.9M | 5 | 2026-03-31 | → |
| 1991 | COPIA WEALTH MANAGEMENT, LLC | BEND | 281873 | $157.5M | 4 | 2026-02-28 | → |
| 1992 | MORK CAPITAL MANAGEMENT, LLC | HEALDSBURG | 136154 | $157.4M | 3 | 2026-04-30 | → |
| 1993 | CROSSPOINT FINANCIAL, LLC | TUSTIN | 286443 | $157.1M | 1 | 2026-03-31 | → |
| 1994 | FINEC ASSET MANAGEMENT LLC | SAN DIEGO | 231789 | $157.0M | 6 | 2026-03-31 | → |
| 1995 | OREGON PACIFIC WEALTH MANAGEMENT, LLC | MEDFORD | 283958 | $156.3M | 5 | 2026-01-31 | → |
| 1996 | PEARL WEALTH LLC | PORTLAND | 299508 | $156.3M | 4 | 2026-03-31 | → |
| 1997 | NATURAL BRIDGES FINANCIAL ADVISORS LLC | SANTA CRUZ | 148056 | $155.8M | 3 | 2026-06-30 | → |
| 1998 | WALK-ON CAPITAL, LLC | LOS ANGELES | 331407 | $155.1M | 9 | 2026-03-31 | → |
| 1999 | MERRITHEW & THORSTEN, INC. | SAN DIEGO | 133563 | $155.0M | 2 | 2026-02-28 | → |
| 2000 | SCION ASSET MANAGEMENT, LLC | SARATOGA | 167772 | $154.9M | 6 | 2025-03-31 | → |
Related Lists
Sleeve2,395 firms · 2026-06-30